Manager/ Sr Manager/ Cluster Head- IFA Channel

Department Icon Investment Banking, Private Equity & VC
Posted: 4 months ago
0-1 years
Delhi, Delhi
Investment Banking, Private Equity & VC
work from office
Full Time

Posted: 4 months ago
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Job Description

Job Summary-

We are looking for a dynamic professional – Team Handling / Individual Contributor for the IFA channel to drive business through acquisition and management of IFAs, wealth partners, and financial distributors.

Key Responsibilities-

  • Lead, manage, and mentor the IFA sales team to achieve business targets.
  • Recruit and onboard IFAs, MFDs, and wealth partners.
  • Build and manage long-term relationships with advisors and distributors.
  • Drive sales across wealth products including:
  • Mutual Funds
  • PMS (Portfolio Management Services)
  • AIFs
  • Bonds & Fixed Income Products
  • Insurance Products
  • Structured Products & Other Wealth Instruments
  • Support partners in client acquisition and revenue generation.
  • Conduct business meetings, training sessions, and product presentations for IFAs.
  • Monitor team performance and ensure achievement of monthly and quarterly targets.
  • Coordinate with internal teams for smooth onboarding, operations, and servicing support.
  • Identify new business opportunities and market expansion strategies in the wealth segment.
  • Ensure high partner engagement and relationship management standards.

Desired Candidate Profile

  • Experience in Wealth Management, Broking, Mutual Fund, Insurance, or Distribution business.
  • Prior experience in team handling and sales management preferred.
  • Strong network of IFAs, MFDs, or financial advisors.
  • Good understanding of investment and wealth products.
  • Strong communication, leadership, and relationship management skills.
  • Target-oriented, self-driven, and capable of managing business growth.

Preferred Background

  • Wealth Distribution Firms
  • Broking Companies
  • AMCs
  • Interested Candidate can mail there resume to
  • Location- Delhi/NCR, Mumbai, Ahmedabad, Kolkata, Hyderabad, Lucknow , Patna, Chandigarh, Jiapur
  • [HIDDEN TEXT]
  • Regards
  • Gaurav Singh
  • Sr AVP- Talent Acquisition

Skills

Structured ProductsAcquisitionPortfolio ManagementBroking

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About Company

Being one of India’s premier investment companies, we found our purpose in helping people protect and grow their wealth. Here at Bajaj Capital Limited, we offer personalized investment solutions to individual investors, Non-Resident Indians (NRIs), and High Networth clients, among others. Over the last 53 years, we have secured more futures and helped create more millionaires than any other firm in India. But our true pride lies in the trust that our clients show in us. It is our deep personal relationship with each client that sets us apart.

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